The ten most and least volatile global funds of last 12 months

Anna Fedorova
clock • 1 min read

Harwood Multi Manager has revealed the ten most and least volatile funds in the IMA Global Sector over the past 12 months, amid renewed investor interest in the sector.

Net retail sales in July totalled £226m, making it the third best-selling sector, according to the IMA. This figure is well above the monthly average over the previous 12 months, at just £47m, and close to the £291m that was attracted by the best-selling sector, Mixed Investments 20%-60% Shares. However, it is difficult for investors to choose the right funds to invest in, because the sector includes as many as 238 funds, all with very different investment styles and return profiles. For example, the bottom performing fund over the year to 30 August, SVM Global Opportunities Retail...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

US Solar Fund details terms of $19m tender offer

US Solar Fund details terms of $19m tender offer

63% premium

clock 03 May 2024 • 1 min read
Stories of the Week: Fed holds rates steady; RLAM equities chief Rutter exits; FCA's application of cost disclosure regime condemned

Stories of the Week: Fed holds rates steady; RLAM equities chief Rutter exits; FCA's application of cost disclosure regime condemned

Fed; RLAM; FCA: The biggest stories from the world of investment and asset management this week

Sarka Halas
clock 03 May 2024 • 1 min read
Register now for Future of Investment Festival: How to future-proof client portfolios

Register now for Future of Investment Festival: How to future-proof client portfolios

Navigating a rapidly-changing investment landscape

Katrina Lloyd
clock 02 May 2024 • 2 min read
Trustpilot